See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,275 | $124,185+9.7% | $108,410+25.7% | $167,490-18.6% |
| Participation rate | 90.0% | 82.3%+7.7pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 19.70% | 1379.64%-1359.9pp | 905.27%-885.6pp | 478.56%-458.9pp |
| Employer contribution / active EE | $3,829 | $4,187-8.5% | $3,558+7.6% | $4,837-20.8% |
| Participant deferral / active EE | $11,650 | $6,908+68.6% | $6,563+77.5% | $6,341+83.7% |
| Admin fee / account holder | $2,948 | $9,455-68.8% | $7,295-59.6% | $12,309-76.1% |